CRM Tab Groups and Module Organization Tutorial – 2020
Clean up your tab groups and modules in this quick tutorial showing how and what to organize. We hope this helps! Additional Resources Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to fill that gap! For […]
User Roles and Permissions In Zoho Books
Here is a quick rundown on user roles and permissions inside Zoho Books. This tutorial covers best practices and usage cases on how these roles and permissions would be applied. Additional Resources Not finding what you are looking for in regards to Zoho Books? Drop us a line and we would be happy to see […]
Social Settings inside Zoho CRM
This video will show you how to quickly set up automatic lead or contact generation in Zoho CRM every time a person on Mentions, Messages, Replies, or Retweets you on Twitter. It will also work with Facebook every time someone Posts, Comments, Likes, or Messages Not finding what you are looking for in regards to […]
Zoho Campaigns Mailing Template Overview
This video is meant to be a visual aid for the link below. Click here for the full guide from Zoho on Zoho Campaigns Email Templates Elements.
Customizing Your Base CRM Module Layouts
Module clean up is quick and easy. This process can be done at any time and we highly recommend it to make your data more readily available. Here are some screenshots of what a finalized customization would look like for leads: Not finding what you are looking for in regards to Zoho CRM? Drop us […]
How to Backup Your Zoho CRM
This quick guide demo shows how to backup your CRM and download the backup. Along with the different types of schedules for your backup and best practices. Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to […]
How to Customize your Zoho CRM Home Page
This video was taken from the CRM Zen Show Episode 86 and is a quick demostration on how to customize your Zoho CRM Home Page.
Zoho Campaigns Integrations Tutorial – 2020
In this video, you will learn: How to set up your Zoho Campaigns integrations
Convert a Message on Cliq into a Task on Zoho Connect
In this week’s episode of Tips & Tricks our developer Skyler Paul demonstrates how to setup your Cliq to convert messages into tasks on Zoho Connect. For the guide mentioned in the video here is the link: https://help.zoho.com/portal/en/community/topic/convert-a-message-on-cliq-into-a-task-on-zoho-connect
Zoho WorkDrive add-on for Gmail Application Review – 2020
With the Zoho WorkDrive add-on for Gmail, you can: Pick files from WorkDrive and send them as email attachments Save incoming attachments to any Team Folder within your WorkDrive account